Project Intake Form- Microgrid .xlsx

	A	B	C
1		Project Intake Form
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6	Customer Information	Inputs	Comments
7	Name
8	Email
9	Position
10	Company Name
11	Project Highlights
12	Project Name
13	Project location
14	Technical Details	Inputs	Comments / Sample Inputs
15	Required power		kW or MW
16	Required capacity (or duration at full power)		kWh or MWH
17	Is required capacity measure at BOL or EOL?		BOL (Beginning of Life) or EOL (End of Life)
18	Contract Term if required capacity is EOL		Years
19	Point of Interconnection		At the storage inverter AC terminals or high side of the transformer
20	Are AUX loads considered in required capacity?		yes/no
21	Application/use case		Peak shaving, demand response, backup/off-grid
22	Can power be exported to the grid?		yes/no
23	Average load		kW
24	Peak load		kW
25	Average daily usage		kWh
26	Estimated cycles per day		1 cycle/day
27	Generation Assets
28	PV array		yes/no; if yes, list size in kW and if new or existing
29	PV inverter(s)		manufacturer
30	Generator		yes/no; if yes, list size in kW
31	Other
32	AC Interconnection
33	AC voltage magnitude
34	Three phase or Single Phase
35	Configuration: delta or wye
36	Main service panel		List size in amps
37	Regulatory
38	Any specific certifications required?		UL1741 Supp SA, UL 9540A, NFPA 855, etc.
39	Site Conditions
40	Single Line Diagram of proposed system available?		If so, please provide (can be a rough sketch)
41	Internet Connection at the site?
42	Indoor/Outdoor installation
43	New construction or adding storage to existing site
44	Any physical constraints		footprint, height
45	Minimum operational temperature		specify C or F
46	Maximum operational temperature		specify C or F
47	Noise Constraints		define limits and location of measurement
48	Any extreme conditions:		elevated ambient, salt spray, high altitude, etc.
49	Seismic-Zoning
50	Warranty
51	Standard warranty		2 year material/workmanship and 5 year parts only
52	5 Year Additional (10 Year Total) Parts Only Warranty Extension		yes/no: 10% of the BESS cost
53	10 Year Additional (15 Year Total) Parts Only Warranty Extension		yes/no: 20% of the BESS cost
54	Project Status
55	Target equipment delivery date
56	Target project COD (commercial operation date)
57	Project award status (as applicable)		working on bid, short listed, won
58	Interconnection Application status		not-submitted, submitted, approved
59	Site Control		owned, leased
60	Financing		sources (secured / not-secured)
61	Additional Information
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